+263.7%
FTC vs VOO
+309.6%
-45.9%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.5% |
| 7D | +3.8% | +2.6% | +1.2% | +1.1% |
| 30D | -4.0% | -2.0% | -2.0% | -1.8% |
| 3M | -9.9% | -2.8% | -7.2% | -7.0% |
| 6M | -6.2% | +2.2% | -8.4% | -7.8% |
| YTD | +5.2% | +11.5% | -6.3% | -5.3% |
| 1Y | +7.4% | +13.5% | -6.0% | -4.9% |
| 3Y | +70.0% | +78.1% | -8.1% | -4.7% |
| 5Y | +39.7% | +73.1% | -33.5% | -19.1% |
| All | +263.7% | +309.6% | -45.9% | -16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling